Elevate platform help
Help and tools for users of the Elevate platform
Help guides and literature
Elevate online help guides
Find guides to key processes and features on the platform including client servicing, contributions, withdrawals, drawdown and fund requests.
Elevate literature
Search the document library for key documents and forms including terms, key features and platform due diligence.
Elevate tools
Business management reporting tools
Our Business Management Reporting Tool enables you to combine a range of reports into a single report which can help you manage your clients on Elevate more efficiently.
Elevate Capital Gains tool
The tool enables you to calculate notional gains and disposals or facilitate “what if” scenario planning for your client’s investments held on Elevate.
All Elevate tools
View all the Elevate tools including our GIA and ISA illustrations tool, share class finder and investment risk assessment tool.
Need more help?
Contact us
Find our phone numbers, postal addressees and emails here.
News and updates from abrdn
Get the latest company and platform news.
Accessibility
Find out about accessibility tools and further support for you and your clients, from communications in additional formats to usability of our websites and platforms.